Benjamin Edwards Inc’s Avista AVA Stock Holding History

Benjamin Edwards Inc’s Portfolio AVA Stock Details AVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$866K	Sell	21,583 -2,140	-9%	-$86.4K	0.01%	806
2025 Q4	$914K	Buy	23,723 +1,799	+8%	+$70.3K	0.01%	743
2025 Q3	$829K	Buy	21,924 +2,206	+11%	+$82K	0.01%	757
2025 Q2	$748K	Buy	19,718 +1,148	+6%	+$45.3K	0.01%	723
2025 Q1	$778K	Sell	18,570 -1,622	-8%	-$61.6K	0.01%	659
2024 Q4	$740K	Buy	20,192 +1,668	+9%	+$62.6K	0.01%	710
2024 Q3	$718K	Buy	18,524 +3,633	+24%	+$137K	0.01%	687
2024 Q2	$515K	Buy	14,891 +2,855	+24%	+$102K	0.1%	212
2024 Q1	$422K	Buy	12,036 +723	+6%	+$24.6K	0.08%	238
2023 Q4	$404K	Buy	11,313 +7,055	+166%	+$239K	0.09%	221
2023 Q3	$138K	Buy	4,258 +1,512	+55%	+$54K	0.03%	342
2023 Q2	$108K	Buy	2,746 +1,642	+149%	+$69.6K	0.03%	374
2023 Q1	$47K	Buy	1,104 +656	+146%	+$27.2K	0.01%	469
2022 Q4	$20K	Buy	+448	New	+$17.9K	0.01%	506

Other funds holding AVA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return